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Bo Zimmerman
Bo Zimmerman
Financial Advisor
4450 Old Canton Road
Suite 100
Jackson, MS 39211
tel: 601-321-7764
toll free: 800-227-0202
fax: 601-321-7739
Email Me
Welcome Education Experience Honors Services Associations
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Education and Licensing
  • Bachelors - General Business Administration, 2001
    Mississippi State University
    Starkville, MS
  • Financial Planning Associate
  • Chartered Retirement Plan Specialist designation
  • Series 7-General Securities Representative
  • Series 66-Combined Investment Advisory Agent & Uniform State Exam
  • Series 31 - Managed Futures License
Business Experience
  • Morgan Stanley Smith Barney*
    Financial Advisor
    Jackson, MS
  • Martin Martin Randall & Associates
    Retirement Plan Consultant
    Jackson, MS
  • Qualified Plan Consultants
    Co-Owner
    Jackson, MS
Honors and Recognitions
  • Smith Barney Blue Chip Council
Services
  • 529 Plans
  • Lending Services
  • Long Term Care Insurance
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
  • 401k Rollovers
Associations
  • The Phoenix Club of Jackson
    Vice President of Programs
Bulletin Board
  • Please contact me for a Complimentary Portfolio Review.
  • Visit our municipal bond inventory under Key Links on the left to search our database to find the Fixed Income Securities we offer that complement your portfolio.
  • We consistently rank among the leaders in distribution and trading of tax-exempt, fixed-income securities. The strength of the firm's tax-exempt platform is reflected in our current number one ranking in lead-managed* municipal bond underwritings. See Municipal Bonds under Key Links on the left for details.
    *Source: Thompson Financial Securities Data
Bo Zimmerman is licensed in the following state(s): AL, AR, CA, DC, FL, GA, LA, MS, NM, PA, TN, TX
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

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